Maclean-Fogg Company Profit Sharing And Savings Plan — Form 5500 plan (Maclean-Fogg Company)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Maclean-Fogg Company Profit Sharing And Savings Plan is a benefit plan reported by Maclean-Fogg Company under EIN 36-2431745 and plan number 003. The latest loaded filing year is 2023. The filing reports 4,771 participants and $197,696,939 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Maclean-Fogg Company
- EIN
- 36-2431745
- Plan number
- 003
- Plan type
- 2
- Location
- Mundelein, IL
- Latest filing year
- 2023
- Participants
- 4,771
- End-of-year plan assets
- $197,696,939
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,771 | H, C | 20241031081446NAL0002150960001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $197,696,939
- Total liabilities (EOY)
- $13,722
- Net assets (EOY)
- $197,683,217
- Net assets (BOY)
- $205,362,456
Income & contributions
- Employer contributions
- $4,127,813
- Participant contributions
- $10,834,515
- Total contributions
- $15,807,825
- Total income / additions
- $48,431,258
Expenses & distributions
- Benefits paid
- $16,969,726
- Administrative expenses
- $390,203
- Total expenses
- $17,359,929
- Net increase / (decrease)
- $31,071,329
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $259,179 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors | NONE | $90,192 | not reported in the loaded dataset | 2023 |
| Sikich Llp | NONE | $20,830 | not reported in the loaded dataset | 2023 |
| Prudential Ret Ins & Annuity Co | NONE | $17,401 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Maclean-Fogg Company
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Mundelein, IL
- Oneamerica Retirement Services LLC — Schedule C compensation
- Fiducient Advisors — Schedule C compensation
- Sikich Llp — Schedule C compensation
- Prudential Ret Ins & Annuity Co — Schedule C compensation
- Matrix Trust Company — Schedule C compensation